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Fortis Capital Advisors’s Invesco Russell 1000 Dynamic Multifactor ETF OMFL Stock Holding History

Fortis Capital Advisors’s Portfolio OMFL Stock Details OMFL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-2,777
Closed -$129K – 459
2023
Q1 		$129K Buy
2,777
+3
+0.1% +$138 0.07% 145
2022
Q4 		$119K Buy
+2,774
New +$118K 0.07% 183

Other funds holding OMFL

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AWS
AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return

Fortis Capital Advisors's OMFL Position: Q2 2023 in Review

Fortis Capital Advisors sold out of Invesco Russell 1000 Dynamic Multifactor ETF (OMFL) in Q2 2023, closing a stake of 2,777 shares — an estimated $129K sold.

Fortis Capital Advisors first reported a position in OMFL in Q4 2022 and held it in 2 quarters. The position peaked at $129K in Q1 2023. 191 funds tracked by Wall St. Rank hold OMFL as of Q2 2023.

  • Fortis Capital Advisors reported no remaining Invesco Russell 1000 Dynamic Multifactor ETF position as of Q2 2023 after selling out during the quarter.
  • Fortis Capital Advisors sold 2,777 Invesco Russell 1000 Dynamic Multifactor ETF shares in Q2 2023, an estimated $129K.
  • Fortis Capital Advisors first reported a position in Invesco Russell 1000 Dynamic Multifactor ETF in Q4 2022 and held it in 2 quarters.
  • Fortis Capital Advisors's Invesco Russell 1000 Dynamic Multifactor ETF position peaked at $129K in Q1 2023.
  • 191 funds tracked by Wall St. Rank held Invesco Russell 1000 Dynamic Multifactor ETF as of Q2 2023.

Based on Fortis Capital Advisors's 13F filing for Q2 2023, filed 15 Aug 2023.